[Chris Warren]

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Good morning Laura!

You can accomplish this by doing the following:

If you purchase the same item from more than one vendor, you must enter information about each vendor of the item, such as prices, lead time, discounts, and so on.

1. Choose the icon, enter Items, and then choose the related link.
2. Select the relevant item, and then choose the Edit action.
3. Choose the Vendors action.
4. Choose the Vendor No. field, and then select the vendor that you want to set up for the item.
5. Optionally, fill in the remaining fields.
6. Repeat steps 2 through 5 for each vendor that you want to buy the item from.

The vendors will now appear on the Item Vendor Catalog page, which you open from the item card, so that you can easily select an alternate vendor.

(From: https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-how-register-new-items)

Does that help?

[Chris Warren]

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Thanks for the reply – everything is set up correctly on the item card – we’re doing manual consumption. It doesn’t appear that the No. Series validation for Document Numbers is the same for Serial/Lot numbers. I spoke with our partner yesterday, and they confirmed that lot/serial numbers don’t look at the “Manual Nos” checkbox on the No. Series page.

I’m looking at doing a customization that would enhance this functionality now. It would be interesting to see if anyone else has done something similar.

[Chris Warren]

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We’re looking at some automation add-ons and Continia is one of the ones we are considering. I’m interested to hear what others have to say.

[Chris Warren]

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There are a lot of partners on here that could help you out. ArcherPoint helped us get SSO/Edit in Excel configured for our on-prem BC environment, and I’d highly recommend them.

We don’t utilize the Outlook features for BC, so I can’t speak to that.

I did a Channel Sales Manager (CSM) demo, and we were impressed with it. We utilize Shopify for our B2B and Direct to Consumer sites, and this application could do everything we want and works with BC OnPrem. I wanted to try the native Shopify/BC experience that you mentioned, but it’s been stated that it will exclusively be in the SaaS version.

[Chris Warren]

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If you can post where you are getting stuck in the Edit in Excel setup, I’d be happy to try and help you figure it out.

[Chris Warren]

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We’re also on BC OnPrem and use Edit in Excel, in addition to SSO. What step of the setup process are you on?

We’re not utilizing any of the Outlook functionality so I can’t speak to that.

[Chris Warren]

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Just in case anyone was following this, you can’t use the Azure Application Proxy to access the BC Web Client on-prem. There are limitations with authentication when logging into the application after it’s configured via AAP.

[Chris Warren]

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It sounds like you’ll need to adjust the layout of the check report. This is a good video that explains the basic process:

https://www.youtube.com/watch?v=SHyw4gzH4D4

You’ll need Microsoft Report Builder if you’re following the video above:

https://www.microsoft.com/en-us/download/details.aspx?id=53613